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McIlrath & Eck’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

McIlrath & Eck’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$88.4K Buy
730
+29
+4% +$3.71K 0.01% 403
2025
Q4 		$90.3K Sell
701
-276
-28% -$35.3K 0.01% 260
2025
Q3 		$123K Sell
977
-12
-1% -$1.45K 0.01% 192
2025
Q2 		$115K Sell
989
-209
-17% -$22.3K 0.01% 184
2025
Q1 		$123K Buy
1,198
+40
+3% +$4.36K 0.02% 174
2024
Q4 		$128K Sell
1,158
-119
-9% -$13.3K 0.02% 164
2024
Q3 		$139K Sell
1,277
-49
-4% -$5.14K 0.02% 153
2024
Q2 		$138K Sell
1,326
-40
-3% -$4K 0.02% 141
2024
Q1 		$138K Sell
1,366
-30
-2% -$2.87K 0.02% 143
2023
Q4 		$127K Sell
1,396
-30
-2% -$2.54K 0.02% 142
2023
Q3 		$116K Buy
1,426
+42
+3% +$3.56K 0.02% 151
2023
Q2 		$116K Sell
1,384
-57
-4% -$4.53K 0.02% 153
2023
Q1 		$112K Buy
1,441
+475
+49% +$35.9K 0.03% 148
2022
Q4 		$69.3K Sell
966
-873
-47% -$62.7K 0.02% 199
2022
Q3 		$123K Buy
+1,839
New +$138K 0.03% 126

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

McIlrath & Eck's DSI Position: Q1 2026 in Review

McIlrath & Eck increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 4.1% in Q1 2026, buying an estimated $3.71K and bringing the position to 730 shares worth $88.4K. The position accounts for 0.01% of the portfolio, ranked #403.

McIlrath & Eck first reported a position in DSI in Q3 2022 and has held it in 15 quarters since. The position peaked at $139K in Q3 2024. 592 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • McIlrath & Eck held 730 shares of iShares MSCI KLD 400 Social ETF worth $88.4K as of Q1 2026.
  • McIlrath & Eck bought 29 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $3.71K.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of McIlrath & Eck's portfolio in Q1 2026, its #403 holding.
  • McIlrath & Eck first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2022 and has held it in 15 quarters since.
  • McIlrath & Eck's iShares MSCI KLD 400 Social ETF position peaked at $139K in Q3 2024.
  • 592 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.